Ways to browse Independent advisors serving Jersey City, NJ

Pick a specialty to browse more Independent advisors serving Jersey City, NJ.

Browse by specialty

Find advisors serving Jersey City, NJ who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	1,496
Options & derivatives strategies	1,391
Wealth management	1,266
Active portfolio management	1,155
Private / alternative investments	1,105
Executive	903
Retirement plans for business owners (SEP, solo 401k)	690
Tax-loss harvesting	682
Concentrated stock management	680
Retired	568
General retirement planning	475
Retirement income strategy	463
ESG / Sustainable investing	359
Real estate investing	357
College savings (529s, UTMA, etc.)	351
Cash flow / budgeting	336
Passive / index investing	333
Charitable giving & philanthropy	284
Income planning	254
Annuities	203
Business exit / sale strategy	197
Mid-Career Professionals	190
HENRY (High Earners, Not Rich Yet)	179
General tax planning	172
General estate planning guidance	152
Equity compensation tax strategy	136
Debt management	92
Factor investing / smart beta	78
Social Security optimization	74
Business ownership considerations	66
Retirement withdrawal strategies	65
Approaching retirement	60
Expats	51
Tax strategies for small businesses	51
Cross-border / expatriate tax planning	49
Business succession planning	43
Financial Professional	43
Multi-generational wealth transfer	43
Business sale tax planning	35
Divorce financial planning	35
Established Professionals	34
Women Professionals	32
Long-term care insurance	31
Young Professionals	30
Medicare planning	20
Values-based investing	20
Self-Employed	18
Equity Recipients (RS/RSU, SOP, ESPP)	17
Life insurance needs analysis	16
Charitable giving tax strategies	15
Elder care planning	15
Technology Professional	15
Doctor or Medical Professional	14
Women's Finance	12
Business Financial Management	11
Family Business	8
Intergenerational Families	7
African Americans/Black	5
Disability insurance	4
Immigrants	4
Widow/Widower	4
Young Families	4
Attorney	3
Educators, Teachers, and Academics	3
Planning for children with special needs	3

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